Our client is a Foreign Bank Private Banking To cope with the rapid business expansion they are now inviting high caliber candidates to join the team

Accounts Management Officer / Associate - Private Banking  

POSITION PURPOSE

• Review Private Banking Clients’ Account Updating Documentations for adequacy and compliant to legal, regulatory and internal requirements
  
• Liaise with Relationship Managers and their Assistants to complete required documentation, expain and clarify documentation requirements
  
• To execute account updating processes along the chain of product service delivery
  
• To provide prompt, accurate and quality service to internal clients

RESPONSIBILITIES

• Review Account related documents submitted by RM’s
• Ensure that Accounts maintenance are processed in a timely and accurate manner
  
• Ensure that any document deficiencies are accurately tracked as escalated as per procedure 
  
• Support other Departments as applicable with various activities like Signature verification, Information retrieval etc
  
• Perform system input and static data maintenance task related to client accounts 
  
• Liaise and work with Legal and Compliance on documentation requirements and ensure in compliance with regulatory controls
  
• Ensure quality service is provided to internal clients i.e Relationship Managers / Marketing Assistants and assist in meeting client’s needs where relevant 
  
• Proactively engage team members on work related discussions and identify work improvement measures
  
• Capable to conduct coaching session to new joiners or existing colleagues on required topics and workflow
  
•  Be proactive to generate ideas on areas of workflow & process improvement

YOUR PROFILE

Personal and Social

• Meticulous and accurate in executing work assigned
• Able to work under pressure and consistently meet work timelines
• Excellent inter-personal skills
• Able to work independently as well as be a team player
• Strong communication skills needed to coordinate with internal business partners.
• Dependable and responsible
• Willing to learn and with rapid learning capacity

Professional and Technical

• Degree holder with minimum of 3 years of related banking working experience with Data maintenance , signature verification ,system input and static data maintance task. 
  
• Good knowledge of account documentation requirements in a Private Banking environment
  
• Have knowledge in AMLO KYC documentation requirements
• Sound knowledge of regulatory and the Bank’s compliance policy & guidelines 
  
• Good MSOffice software knowledge
• Good command of both written and verbal in English and Chinese

Please send full resume with present & expected salary to expedite sourcing in MS-WORD format by clicking “APPLY NOW”

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Asia Progress is a well-established and reputable boutique talent acquisition agency specialising in the Banking & Finance industry. We firmly believed in providing exclusive and bespoke talent search to our clients and career advice to our candidates. 

Equipped with solid experience in recruiting for all levels, we have successfully developed an established and renowned practice. Our reputable network in the Banking & Finance industry is what makes us stand out from our competitors and enables us to remain competitive yet at the same time providing professional talent search and career advice.

For enquiries and contact details, please visit: www.asiaprogress.com.